See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,772 | $175,202-61.3% | $149,673-54.7% | $139,434-51.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.86% | 166.71%-152.8pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,989 | $5,474-63.7% | $4,818-58.7% | $4,751-58.1% |
| Participant deferral / active EE | $10,481 | $6,519+60.8% | $5,680+84.5% | $6,710+56.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |